Goldman Sachs Forecasts 6.5 Million Humanoid Robots by 2035

Goldman Sachs projects that 6.5 million humanoid robots will be shipped globally by 2035. Initial projections estimate 75,000 units for 2026 and 890,000 by 2030, an increase from a prior estimate of 256,000. This growth represents a $138 billion market opportunity, primarily driven by logistics, warehousing, and automotive sectors. Goldman Sachs (NYSE:GS) reported record Q2 2026 net revenues of $20.3 billion and EPS of $20.98, indicating strong demand in the AI sector. This forecast is significant for investors as it highlights a growing industry and opportunities for profitability in robotics and AI markets.